Reviews written by jasonk612

20 results - showing 1 - 20  
 
 
jasonk612jasonk612   January 20, 2011
(Updated: January 20, 2011)
Rating 
 
 
5.0

-

jasonk612jasonk612   January 06, 2011
(Updated: January 06, 2011)
Rating 
 
 
3.0

-

jasonk612jasonk612   December 09, 2010
(Updated: December 09, 2010)
Rating 
 
 
5.0

-

jasonk612jasonk612   November 11, 2010
(Updated: November 11, 2010)
Rating 
 
 
4.0

good overview - lots of information

jasonk612jasonk612   September 23, 2010
(Updated: September 23, 2010)
Rating 
 
 
2.0

Very basic information - not sure what I expected but didn't get a whole lot of new insight.

jasonk612jasonk612   May 20, 2010
(Updated: May 20, 2010)
Rating 
 
 
5.0

-

jasonk612jasonk612   April 08, 2010
(Updated: April 08, 2010)
Rating 
 
 
4.0

-

jasonk612jasonk612   March 18, 2010
(Updated: March 18, 2010)
Rating 
 
 
5.0

It's a great and simple concept. Some of the early questions/comments tried to make it more complex than it is.

jasonk612jasonk612   March 11, 2010
(Updated: March 11, 2010)
Rating 
 
 
5.0

-

jasonk612jasonk612   February 25, 2010
(Updated: February 25, 2010)
Rating 
 
 
4.0

-

jasonk612jasonk612   February 18, 2010
(Updated: February 18, 2010)
Rating 
 
 
3.0

-

jasonk612jasonk612   February 04, 2010
(Updated: February 04, 2010)
Rating 
 
 
5.0

Excellent!

jasonk612jasonk612   January 28, 2010
(Updated: January 28, 2010)
Rating 
 
 
5.0

Excellent webinar!

jasonk612jasonk612   January 07, 2010
(Updated: January 07, 2010)
Rating 
 
 
5.0

Great material.

Portfolio Management
jasonk612jasonk612   December 22, 2009
Overall rating 
 
 
3.1
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Good performance reporting tool.

Most ratings fields are not applicable with my how I use Portfolio Center - so gave middle rating.

CRM Software
jasonk612jasonk612   December 22, 2009
Overall rating 
 
 
2.8
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
4.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Use primarily for client contact info and notes.

none

jasonk612jasonk612   December 03, 2009
(Updated: December 03, 2009)
Rating 
 
 
5.0

-

jasonk612jasonk612   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
 
4.0

-

jasonk612jasonk612   May 07, 2009
(Updated: May 07, 2009)
Rating 
 
 
4.0

-

jasonk612jasonk612   April 30, 2009
(Updated: April 30, 2009)
Rating 
 
 
4.0

-

20 results - showing 1 - 20